See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,474 | $30,400-68.8% | $53,898-82.4% | $84,808-88.8% |
| Participation rate | 97.1% | 46.4%+50.6pp | 55.0%+42.1pp | 68.3%+28.7pp |
| Annual return | 14.55% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,464 | $603+143.0% | $932+57.1% | $2,631-44.3% |
| Participant deferral / active EE | $1,873 | $1,199+56.3% | $1,826+2.6% | $4,212-55.5% |
| Admin fee / account holder | $2,854 | $1,993+43.2% | $2,491+14.6% | $7,344-61.1% |